List view space is wasted
It has been automatically updated to allow you to adjust the list view spacing left and right. However, due to more space than before, the required items can no longer be displayed on one screen. I'm wondering why Zoho didn't set it to narrow the space
Email Template Builder, where to add Pre-header?
Hi, When my message is received, the person see this pre-header https://sender12.zohoinsights.com/.... Where can I set the Pre-header in the Email Template Builder? thanks
Touchpoint Score Generated in the CRM
If you have a CRMplus which has been used for several years and then set up CRM contact scoring rules, how far back does it look - specifically the opens and clicks for emails and campaigns which have been sent.
Emails coming from Zoho CRM are landing in customers spam folders
Hi, 90% of emails we send from Zohoo CRM are either not being received or going into users junk folders. Its a basic email template with our logo and some text and contact details. How can we make sure that these emails are delivered? Thanks
Email
I have set up an email workflow to notify me when an email is opened, that works fine. However, I set one up to check for unopened and it does not work? Done the same for unreplied and it does not work. Using the same lead record for the test which
Automatic attribution of Facebook Ad leads
We would like to attribute leads coming from Facebook ads and follow them all the way through the funnel to conversion. This does not seem to be possible currently. Any ideas?
Formula field clarification
Hi I have been on a bunch of tutorials to develop a new formula but just cant make it happen, let me explain Field A, B and C I would like the "formula field" to displays "X" everytime "Field A" and "Field B" meet specific criteria Example: Field A=
Leads & Contacts
Hi, If we have leads that for whatever reason do not convert to an opportunity and instead converted to contact and prospect account , then later down the line they get back in touch - how do we add a lead to an existing contact record? I believe if
Read-only fields and updating them with functions (actions/workflows)
I have a function that pulls in fields from a parent record in Accounts and duplicates them into child records in Contacts (though in principle this would be the same for any relationship across two modules). So let's say an Account record has a field
How can I set lead owner with api v2?
submitting "Owner":{ "name":"owner name", "id":"owner id" } always leads to: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}]} whats wrong? And why do I need to submit the name?
Tag bounced emails as Junk
How can we automatically tag bounced emails with a "Junk" tag
Sorting by totaled columns in a report
I have a report that gives me a list of sales in the past year. In "Groupings" I have it grouped by "Account Name". In "Columns to Total" I have the sale amount checked under "Sum". So now I have a report that looks like this (simplified example): ACME
First-time client portal users
How does a client sign up to access their information through the client portal? It appears that the URL for the portal only has the option to login - does not have the option to sign up.
Calls Update (March 2021)
I've gotten a notifications about the call modules updating in September and December 2020 & now today (February 10, 2021). Each time a PDF has been included going over the changes. What is the difference between the Sept '20, Dec '20 and March '21
Adding Email Address to Orders
Hello I would like to add the email address of the Account to an Order that I've created. My Orders module is a custom module. I am familiar with creating a Workflow Rule to execute the function but I can't do the actual function adding the email to the
Wordpress Gravity forms Zoho addon - notify Lead Owner when submitted
How can I have the Lead Owner get an email notification (like with your Webforms) when a form is submitted through Wordpress Gravity Forms Zoho addon, which uses the API connection. I would like the Lead owner to be notified every time a form gets submitted.
Add multiple Contacts to a TASK
Dear team, I want to associate multiple contacts (from different accounts if needed) with a single task. I am doing something with a contact and need different people from various accounts involved with that specific task. I can't see a way of doing
Email Client setting and Multiple email management , display and
Hello Everyone, We are seeking help to resolve a challenge we experiencing with out Email settings on ZOHO CRM . This is the scenario : We have multiple email accounts (Our private Business domain ), through which we receive all the email communication,
How to automatically duplicate module entry X days after creation with a workflow?
I am trying to create a workflow that duplicates/clones a module entry X days after the original module entry has been created. Is this possible within Zoho CRM?
Task Reminder - When Date & Time Pick List
Two questions. Does anyone know if: 1. there is any way to autofil the WHEN date when setting a Task reminder to equal the Task Date? 2. The Reminder selection drop down list shows time for 24 hours - is there a way to limit this list to working hours? Same for Schedule Call Start Time? Getting sick of replicating date entries and starting time selection from 00:00!
Automatically assign a campaign to new leads
We've launched a marketing campaign that directs new potential customers to a dedicated landing page on our website. On this landing page we have a custom form that prospective customers fill out that generate a lead in ZohoCRM. When our WordPress site
Can info collected in Zoho Forms feed into Zoho CRM fields?
Ideally we are looking for a CRM that has the ability for our clients/prospects to fill out a Form (Zoho Forms??) such that each Form Field data entry will auto populate a field we designate in the CRM (Zoho CRM). Is this possible, and if so, is there
Community Digest - February 2021
Announcements Take a look at the recent update and pricing for Remote Sales Office Introducing Motivator for Zoho CRM: CRM adoption via fun sales Upgrade your telephony extension before February end New enhancements in record sharing, custom views,
Update on Remote Sales Office
Hello everyone, On May 21, 2020, we announced Zoho CRM's Remote Sales Office as an initiative to bring immense value to collaborative sales teams who work from anywhere. This was always intended to be a paid add-on, but we felt last year's situation warranted
Function overwrite Formula Field
We have some records which we need a function to update a formula field - is this possible? We would setup a workflow to select which records this needs to happen to.
Can I add an Order NOTES within its PDF TEMPLATE ?
Hi I have tried adding NOTES to a custom ORDER template, but I can´t find the id listed anywhere in the options. I would like to at least be able to "export pdf" all the notes to a different page of that orders pdf, is there an easy way? please advi
Webhook for webhook no longer works after URL change
Nothing appears to be posted. I see the count increase in the zoh interface (for # of webhook executions) but nothing is posted to my server. I'm monitoring the apache logs. The failure tab show no failures. Why is this failing? How can I see what is
Entity Relationship Diagram (ERD) of ZohoCRM
Does anyone know where I can find an ERD for ZohoCRM? Has anyone created one they would like to share. Thank you.
App Spotlight: Leadinfo for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Leadinfo for Zoho CRM 98% of your website visitors do not convert! With Leadinfo for Zoho CRM, you can recognize your B2B website visitors
Global search returns City names instead of Contact names
When I click on the search in the upper right and try to search for a contact with the last name of "Blackwell", I get hundreds of non-relevant results because I have hundreds of people who live in a City called "Blackwell"... How can I force the global
Calendar on Zoho CRM
Hi How can I access the calendar on Zoho crm app for recurring events? Thanks, Graham
Hide Zoho sheet and print view tabs
I would like to hide the sheet view and print view tabs from certain users is this possible.
Webform does not work if the user uses a personal email
Hi, we are just testing the webform for our new website and the form creayes a record and triggers the auto reply if I use a company email, but does not work if I enter my gmail email address. The form is submitted, the Thank you page is triggered but
Multi Select Lookup Fields and challenges with Custum Views & Reports
Currently I am investigating custom fields in ZoHo CRM and Multi Select Lookup Fields (MSLF) in particular. In the Accounts module we configured several new custom fields including two MSLF, one for products and one for packaging items. For those fields
Add Task associated to a Lead using PHP script
Hi We have an internal system in PHP, that gives us reports of action needed to be taken, based on the schedules our students attend to classes. This is made via a PHP script called by a cron job automatically. How can we make this script to create tasks
Adding Cliq Notifications to workflow rule
I'm trying to notify specific cliq users during workflow rules and when I first enabled the connector it seemed i could choose from any cliq user (though the notification did not fire), but now I can only see one (Customer Care is the current user in
using webhooks and rest api
I have an app that gets updated via a webhook. That same apps can make edits to the same data and those edits are pushed to Zoho via a rest api calls. I just conducted a test where I make a rest api update and that resulted in a webhook invocation. How
During Editing - Freezing while typing or updating any fields
Hi so we have a user who has a complain that everytime any Opp or Account etc is under edit mode and she tries to update any field it freezes for a good 10-15 seconds before the cursor starts to blink or you are able to start typing, the same thing continues
When adding a creator based custom related list to the Contact details, how do I specify a different custom form field than account name?
I've got this working for the Account tab, but I also want to have this on the contacts tab as we record both on the booking. Is there any way to add columns to the custom form field lists than just account name? I've searched through the documentation,
SignForms and Contracts created outside of CRM do not import to CRM
Is there a way to link previously signed contracts from Zoho Sign to our CRM? We hav the connection set up, but it only seems to link contract actually sent from the CRM, not the ones sent from Zoho Sign, and not the SignForms we created. Any help here
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